Orleans Capital Management extends its thoughts and prayers for all our Louisiana clients and friends impacted by Hurricane Ida. In response to the storm, OCM has implemented its Business Continuity and Disaster Recovery Procedures. OCM employees are working from remote locations not impacted by Hurricane Ida and our office in Austin, Texas remains unaffected.
As a result, OCM remains fully operational and able to conduct normal investment management operations. OCM and its staff can be contacted via email and by telephone. For further information or questions, please contact us at our main office at 504-592-4680. Our purpose is simple. We work to create strong, long-term relationships with a select group of clients by consistently providing the best investment management services available.
As a result, OCM remains fully operational and able to conduct normal investment management operations. OCM and its staff can be contacted via email and by telephone. For further information or questions, please contact us at our main office at 504-592-4680. Our purpose is simple. We work to create strong, long-term relationships with a select group of clients by consistently providing the best investment management services available.
Services
Orleans Capital Management is one of Louisiana's largest independent investment advisors primarily providing domestic core fixed income, investment grade core and intermediate fixed income and domestic equity asset management. We serve a wide range of clients, consisting primarily of public pension plans, foundations and endowments.
Back in 1991, we started Orleans Capital Management on a few simple articles of faith and an old-fashioned flip chart. We believed that if given the opportunity to get in any room with that flip chart and compete it was a pretty good bet we'd walk out of that room with your business. We came to that room prepared and, just as importantly, prepared to be understood.
Orleans Capital provides customized investment management services to individuals, estates, trusts, foundations, and personal retirement plans including IRA's and 401(k)'s. All portfolios are separately managed to meet client growth and income objectives while providing asset diversification and tax efficiency.
Table includes annual returns for corporate mortgage and U.S. Treasury Sectors of the Bloomberg Barclay's U. S. Aggregate Bond Index. Our process is centered around macro theme identification which involves studying the global landscape for trends that will impact investment decisions. With diverse backgrounds and experiences, each portfolio manager brings a different perspective of the investment world to the table.
Orleans Capital's fixed income philosophy is premised upon the belief that bonds should represent the most stable asset class in a fund's overall portfolio, providing predictable cash flow and insuring the ability to meet long-term obligations.
Our fixed income strategy adds value through sector and security selection designed to create an enduring yield advantage over the applicable benchmark without a material variation in quality, convexity or other portfolio characteristics.The firm's fundamental fixed income discipline has not changed since its inception, nor do we anticipate a change in the investment policy in the near term.
Our fixed income strategy adds value through sector and security selection designed to create an enduring yield advantage over the applicable benchmark without a material variation in quality, convexity or other portfolio characteristics.The firm's fundamental fixed income discipline has not changed since its inception, nor do we anticipate a change in the investment policy in the near term.
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